The Data importing process aims at creating a new data model or to add new tables to your current data model.
New data model
To add a new data model, click on the "Add new data model" button on the Data Models screen (item 4). This will lead you to the data model creation wizard.
After that, you must select the source from which the data will be imported (file or database).
3. Import file: you can import your data from a file (.xlsx, .csv and .xes are supported). For this option, go to the 'File connection' section.
4. Connect to database: you can import your data from a live database. For this option, go to the 'Database connection' section.
To import the data from a file, first select a valid file (.xlsx, .csv and .xes are supported) for upload. Once the upload is successful, the Celonis engine will proceed on parsing the file into the desired column format (step 1) and then assigning a data type to each of these columns (step 2).
Step 1: File Parsing
Step 2: Data types
In the following step, the column's data types are detected. This is done automatically and can be customized afterwards with the dropdown on each column.
8. Table name: assign a name to your table.
9. Column name: define the name of each column in the data table.
10. Data type: define the name of each column in the data table.
11. Date formatting: for 'DATE' data types, you may also define the date format style.
To proceed, head to the 'Configure data model' section below.
To import the data from a database, first connect to a valid database (step 1). Once the connection is successful, the Celonis engine will prompt you to select the tables to import (step 2) and then assign a data type to each of these columns (step 3).
Step 1: Database connection
Database connection settings
5. Template: if you use a common database (e.g. Microsoft SQL Server, Postgre SQL, Oracle or SAP HANA), choose the respective entry from the dropdown list. This will insert a Connection String with wildcards, as well as the common Driver Name for this database.
6. Name: enter a name for your data source. This name will also appear in the list of existing data sources.
7. Connection string: link to your source database. By choosing a connection template, this will be filled out automatically, and you only need to adapt the wildcards.
8. User name: your database access user name.
9. Password: your database access password.
10. Schema name: schemas name a subset of tables and other dictionary objects within a database.
11. Driver name: provide the driver implementation name for the engine to fulfill your communication requests. If you choose a connection template, this is filled out automatically. Usually, you don't need to add anything here within a connection template.
Step 2: Select tables to import
Use the provided checkboxes to select the tables that you wish to import.
You must select at least one table (if it is a new data model, this should be the activity table). For a sufficient analysis document, you will most likely require at least two tables, a case table and an activity table (read more about tables here).
Step 3: Select the activity table
The activity table (item 12) includes all activities, and is required by any component in the analysis document.
To proceed, head to the 'Configure data model' section below.
To finalize the creation of a data model, you must to provide the three mandatory eventlog configuration tables (Case ID, Activity, and Time stamp) and two optional additional tables (End time stamp, Sorting).
After the database model is created, you can create a new Celonis Analyses automatically associated to this database or do it later on by Creating an analysis.
Don't forget to check that all Tables in your data models are correctly connected through their Foreign Keys. |